Latest Institutional Purchases of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
This list provides information on the latest institutional transactions involving Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4KNew |
$59.6K - $65.3K
|
4K
$69.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
583New |
$8.69K - $9.52K
|
583
$10.1K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.1KNew |
$312K - $332K
|
21.1K
$365K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.11K+ 48.93% |
$69.5K - $77.1K
|
15.6K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.03KNew |
$41.3K - $45.8K
|
3.03K
$52.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 3.92% |
$435 - $483
|
849
$14.7K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.43KNew |
$35.4K - $38.7K
|
2.43K
$42K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
611New |
$8.9K - $9.71K
|
611
$10.6K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
159KNew |
$2.36M - $2.52M
|
159K
$2.75M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.91K+ 12.55% |
$43.1K - $47.6K
|
26.1K
$451K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
16.5KNew |
$252K - $294K
|
16.5K
$284K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
14.8KNew |
$226K - $264K
|
14.8K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
775+ 100.0% |
$11.9K - $13.8K
|
1.55K
$26.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
700New |
$10.7K - $12.5K
|
700
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
297New |
$4.55K - $5.31K
|
297
$5.13K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.69KNew |
$25.3K - $28.3K
|
1.69K
$29.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.8KNew |
$176K - $215K
|
11.8K
$204K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
406New |
$6.69K - $7.64K
|
406
$7.01K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.25KNew |
$38.2K - $41.9K
|
2.25K
$38.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
805New |
$13.7K - $15K
|
805
$13.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
58.8KNew |
$975K - $1.12M
|
58.8K
$1.02M
|
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
10.8KNew |
$179K - $206K
|
10.8K
$187K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$431 - $496
|
26
$449
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
757New |
$11.7K - $12.7K
|
757
$13.1K
|
|